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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
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PINNED Gathering Feedback - Approval on Journals
We’re exploring the introduction of a General Journal Approval workflow to enhance control and oversight in the journal entry process. This potential feature would integrate general journal transactions into the existing workflow approval engine, ...
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iSAMS

    Showing 2771 of 2771

    Allow negative values when posting lodgments from bank feed

    When processing lodgments from the bank feed, it would be good to be able to enter negative values, as most of our lodgments have card transaction fees included, so the full income needs to be posted separate from the fee. Currently, we process th...
    Guest 10 months ago in iFinance 1 Awaiting Review

    Next Year's Academic House as email merge field

    Could Next Year's Academic House be added as a merge field for the email wizard in Student Manager. This would be useful for informing our Year 6 pupils of their new academic house when they move up to our senior school. It would also be useful fo...
    Guest 6 months ago in Student Manager 0 Awaiting Review

    Being able to add more details for parents

    To be able to add more than one email or contact number for parents on the student details would be really useful. Most parents have both personal and work details that they provide but we cannot enter onto ISAMS.
    Guest 6 months ago in Student Manager 2

    Reports Manager - Templates

    It would be amazing to be able to select multiple templates to delete, copy or archive together and not have to do it to each individual template.
    Guest 10 months ago in Reports Manager 0 Good Feature

    Linking of Scholarships (Discounts) to Fee Billing

    It may be helpful if the scholarship section on Student Manager accounts can be widened to include bursaries and any other discount given. In particular, if these can be amended as/when needed and then automatically be drawn through as discounts o...
    Guest almost 2 years ago in Fee Billing 0 In Discovery

    Timetables Joined

    Teachers lessons for all divisions appear on one timetable.
    Guest about 1 year ago in Timetable Manager 1 Good Feature

    Improve Bank Transaction Date Accuracy in AIQ

    There is a discrepancy between transaction dates in the iFinance bank feed and actual bank statements, particularly with Barclays due to their unique API rules. Since quick changes are not feasible, AIQ could provide users with more control over i...
    Guest 9 months ago in iFinance 1 Awaiting Review

    Publish 'own' reports in Wizard bar

    When creating a new report in Analytics & Insights, we would like the ability to publish the report in the appropriate section of the wizard bar eg. We created an SEN exam provision report and wanted to publish it under the 'View SEN report' '...
    Guest 7 months ago in Analytics & Insights 1 Already Present

    Notification emails can be directed to specific people, not just "form tutor", for example

    When a concern is generated, you should be able to notify specific people, and include the info for that concern in the notification email.Currently, every form tutor gets notified about a Year 3 (for example) concern, when it would be better to i...
    Guest about 2 years ago in Wellbeing Manager 2 Good Feature

    Link Staff Member from School Management > Tutor Groups to Tutor Field in Student Manager

    Currently we have to create the Tutor twice in the School Management Module > Tutor Groups Tab as the owner of the Tutor Group but for their name to show in the "Tutor" field in Student Manager > Students Record > School Tab we have to th...
    Guest 3 months ago in Student Manager 1 Awaiting Review